Our consulting services are aimed to support your sales, marketing and customer service needs. We apply our ample CRM consulting experience to help the enterprises in professional services, retail, IT, manufacturing, education, healthcare, and other industries benefit from Salesforce.com use.
Implementation of a new Salesforce solution We provide implementation consulting services if there’s a need for migration from another CRM to Salesforce, or if you are only planning to get your sales, marketing or customer service activities digitized with CRM. We analyze the customer’s requirements and business needs and offer ways of addressing them in full with Salesforce capabilities. Improvement of an existing solution for better coverage of business needs We offer a comprehensive plan on enhancing the customer’s current Salesforce solution with proper integrations and customizations (from minimal tailoring with point-and-click tools to customizing it with code). |
WHAT OUR SALESFORCE CONSULTANTS DO?
If you plan to implement Salesforce or improve your existing solution, we provides comprehensive consulting, which includes:
If you plan to implement Salesforce or improve your existing solution, we provides comprehensive consulting, which includes:
- Defining business objectives: Defining business objectives Salesforce is to support. Whether you need to enable reports with increased visibility, reduce long sales cycles or case resolution time, introduce efficient email marketing campaigns or automate your sales and customer service-related processes, Salesforce consulting helps to address your challenges timely and efficiently.
- Mapping business objectives into Salesforce features: Mapping business objectives into Salesforce features takes place after your business goals are clear. Now it’s time to choose Salesforce functionality (either default or custom) to achieve them.
- Recommending the most suitable Salesforce edition: Recommending the most suitable Salesforce edition. Choosing the right edition means that you get your business challenges addressed without paying for unneeded features. We analyze your requirements and suggest an edition, which will be a perfect match for your business.
- Designing sales, customer service and marketing processes: Designing sales, customer service and marketing processes in Salesforce Sales, Service and Marketing Clouds. For instance, we automate sales and customer service workflows, create personalized customer journeys, targeted advertising campaigns and do a lot more to help our customers reach their business goals with Salesforce.
- Designing a user adoption strategy: Building a user adoption strategy. To help your users to master the new system, we create a user adoption strategy, which comprises iterative user training, timely user support by the Salesforce admin, release notes, and rewards for advanced Salesforce users.
- Providing project management services: Creating an implementation and development plan, determining software and hardware requirements, developing project schedules, managing resources and tracking project progress. Our project management services will help ensure that your Salesforce project is effectively planned, managed and implemented within on time and within budget.
Need our Consultancy experience for your Salesforce needs?